Investment Q&A

Q: I am looking at CWH as a beaten-down small cap play. The earnings potential in good times is significant, and the company is paying down debt. It is by far the largest retailer in the RV space. The fears about oil prices and the recent dividend cut to focus on debt repayment seem to have have caused the stock to be oversold. Do you think this could be attractive ? Are there other beaten down US small caps that you would prefer ?

Q: So what are your thoughts on Blue Lagoon? They now have a hard to get mining licence in BC and have started mining and toll milling 100 tons per day? It is a large property with potential exploration upside.

Q: Almonty Industries has been on a very positive trajectory over the past 14 months. Can you comment on its future growth and the long term potential success of this mostly tungsten mining stock.

Q: What is your opinion on boralax? Is it a buy?

Thanks

Q: I hold 2 bond funds in my RSP, ZAG and BND. Both bought last summer after a GIC matured and I didn't want to lock in funds again at that time. Both ETFs are slightly under water on the stock price, and getting worse. Interest payments don't do much more than make me even. With a low yield (esp. ZAG), market movements can be a killer and has me thinking a money market type fund might have been better, despite lower yields still. I know you seem to think rates will be coming down - which I assume will be a plus - but the market seems to be pointing the other way. Questions:
1) would you continue to hold these funds
2) do these complement each other, which was my thinking
3) do you see either of these funds changing their monthly payments
4) are there better alternatives
Thank-you

Q: Peter; I think ELVA had a conference call yesterday - did you listen and was there anything of note? Thanks.
Rod

Q: I will appreciate your recommendation for a few ETFs for starting an RESP for an 8 year old. Thanks

Q: I currently have a 3.4% weighting in Nutrien. It has performed well in the last year after being stagnant for some time. NTR is considered a "cyclical", so does this mean that investors should be more active in buying/trimming stocks like these?

Q: Hello,

Can I please get your view on BMAX. Thank You.

Dave

Q: Could you please comment on the downturn for both these companies. Do you recommend holding or selling?

Thank you

Q: Started my daughters TFSA with quality stocks (BN, TD, SLF, CNQ, TOU, ZEM, VIU, VBAL, CP, BEP, GOOG, ATD.B, WPM) and wanted it to be positive first experience with investing. It has done okay but now everyday it declines a little more. I know it can soon go negative. What is the best way to handle this if for long-term savings say 5 years out. I know she will hate to start losing money, and I know the right thing to do is hold. In times of instability does the market eventually stabilize. I guess no one can predict. Thanks for your wisdom.

Q: time to move from energy producers into financials?

Q: Which of these look best to you, long and short term? Or would you wait for a better entry?

Q: Would you consider this a worthy addition to an income portfolio with potential for capital appreciation? Seems like it's trading at a reasonable discount to price targets (for what they're worth) but wonder if there's a reason for that in relation to future prospects? Do you have any concerns regarding the balance sheet/payout ratio, etc.?
Thanks...

Q: Why is it down 20% in just over a week?

Sheldon

Q: Re LMN - and the others like TOI and CSU - the question seems to be whether the software issue and the skills associated with the profession, are going to be needed or not going forward. On the one hand we have a supposedly intelligent party saying that the ladies and gentlemen who possess these skills will be toast (burned) once AI comes to fruition, facing an equally cogent view that these same parties will be in heavy demand, because they understand the intricacies associated with the application of artificial intelligence.

I do not know the answer to this riddle, but the value of a whole profession, the parties involved, as well as the worth of the corporations involved, appear to revolve around the answer, and the issue is meaningful from an investing standpoint. Would someone be so kind and address this question?

Q: So Trump is bombing Iran because of nuclear capabilities.With AI needing all the energy it can get why such a sell off in the stocks.Time to steep in?

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: Hi, can you please do the same comparison between $ARTY and $BOTZ? THANKS!

Q: Bloomberg Headline-- Medtronic Unit Raises $560 Million in US IPO Priced Below Range.
Is it the spinoff unit that investors are not interested in or MDT as a company?
I thought MDT had positive momentum but it looks otherwise. The price today is lower than when we bought in 2020. We were holding on thinking that the firm would harness AI. Do you see any evidence that they are? Or that they could, and improved their performance? Would you hold on or let go? Many thanks for your views